AOWM
Alpha Omega Wealth Management’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Buy |
110,168
+36,112
| +49% | +$322K | 0.18% | 117 |
|
|
2025
Q1 | $645K | Sell |
74,056
-12,324
| -14% | -$107K | 0.12% | 125 |
|
|
2024
Q4 | $1.08M | Sell |
86,380
-3,971
| -4% | -$49.4K | 0.2% | 109 |
|
|
2024
Q3 | $1.05M | Sell |
90,351
-1,127
| -1% | -$13.1K | 0.19% | 109 |
|
|
2024
Q2 | $972K | Buy |
91,478
+16,877
| +23% | +$179K | 0.19% | 112 |
|
|
2024
Q1 | $891K | Sell |
74,601
-16,711
| -18% | -$200K | 0.17% | 118 |
|
|
2023
Q4 | $989K | Buy |
91,312
+1,756
| +2% | +$19K | 0.16% | 111 |
|
|
2023
Q3 | $883K | Buy |
89,556
+5,194
| +6% | +$51.2K | 0.15% | 115 |
|
|
2023
Q2 | $842K | Buy |
84,362
+7,400
| +10% | +$73.9K | 0.14% | 122 |
|
|
2023
Q1 | $740K | Buy |
76,962
+10,140
| +15% | +$97.5K | 0.13% | 124 |
|
|
2022
Q4 | $744K | Buy |
66,822
+11,313
| +20% | +$126K | 0.13% | 125 |
|
|
2022
Q3 | $473K | Buy |
55,509
+19,233
| +53% | +$164K | 0.09% | 141 |
|
|
2022
Q2 | $380K | Buy |
36,276
+6,426
| +22% | +$67.3K | 0.07% | 154 |
|
|
2022
Q1 | $325K | Sell |
29,850
-2,741
| -8% | -$29.8K | 0.05% | 179 |
|
|
2021
Q4 | $490K | Sell |
32,591
-884
| -3% | -$13.3K | 0.08% | 161 |
|
|
2021
Q3 | $454K | Buy |
33,475
+3,505
| +12% | +$47.5K | 0.07% | 158 |
|
|
2021
Q2 | $428K | Buy |
29,970
+774
| +3% | +$11.1K | 0.07% | 159 |
|
|
2021
Q1 | $408K | Sell |
29,196
-91,015
| -76% | -$1.27M | 0.07% | 157 |
|
|
2020
Q4 | $2.25M | Buy |
+120,211
| New | +$2.25M | 0.38% | 71 |
|